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Prosper Canada Mar 2021
Virtual self-filing tax filing toolkit

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This toolkit has been created to support the Virtual Self Filing tax filing model piloted in 2020 by community agencies in Ontario. In this model, individuals file their own tax return but receive support from community agency staff or volunteers to do so. 

This resource was made possible through funding from Intuit Financial Freedom Foundation and Intuit Canada.

We are grateful to Woodgreen Community Services and EBO Financial Education Centre for their contributions to this resource.

If you are interested in adopting the Virtual Self Filing tax filing model in your own agency using the TurboTax for Tax Clinics software, please contact Ana Fremont (Program Delivery & Integration Manager) at [email protected]. 

Resources

This section contains resources that describe the flow of the virtual self-file model (two options), and examples of scripts and documents that may be used to support the process. These may be customized for your own agency.

Guide to the virtual self-file model of tax filing
Virtual self-file overview (Journey map)

Sample script: Recruiting clients for the virtual self-file project (Used in 2020)
Email templates (Independent filing method)
Booking confirmation email sample (Two-step method)

Sample introduction scripts (Woodgreen)
Sample disclaimer statement
Sample client intake form (Woodgreen)
Document and income eligibility check
Sample document check form (Woodgreen)
Virtual review of tax return: Quick tips

Sample outcomes tracker (Woodgreen)

This section contains additional resources to support at tax time. Be sure to also review our Tax filing toolkit and Financial Coaching toolkit for other relevant resources.

Sample client profiles (Woodgreen)
Common tax deductions
Common sources of income and their tax slips
Notice of Assessment – how to read it

Author: Prosper Canada
Topic: Tax filing and benefits
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: March 1, 2021
Related Tags
CanadaCOVID-19Financial Empowerment integration and service designOnline servicesTax clinicTax filing